‘Elevated volatility is now a permanent feature’: Templeton’s Rajasa K.
AI Summary
Investors should remain optimistic about Indian equities despite ongoing geopolitical tensions and rising crude prices, as the economy shows resilience and corporate earnings continue to grow. The banking sector, in particular, presents a strong opportunity for long-term growth, especially with improving credit conditions and potential rate increases. However, while there are promising avenues in emerging sectors like manufacturing and financialization, caution is warranted due to high valuations and the ongoing transition in the IT services sector driven by AI.
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Tariff disruptions, AI-driven narrative shifts, FII outflows and now a prolonged geopolitical conflict pushing crude prices higher have tested investor patience over the last two years. Yet, Rajasa K., vice president and portfolio manager – India equities, Templeton Global Investments, remains constructive on Indian equities.
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This is a results news update from Livemint, published on 25 September 2026.
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